Cross-Company Data Sharing

Microsoft provides a standard tool in Dynamics 365 Finance and Operations for sharing data across multiple entities.

Visit this link to view Microsoft’s documentation.

A Lasernet FO Connector configuration is, for the most part, legal entity-specific. Therefore, in an environment with many legal entities, keeping each one up to date can be time-consuming. Luckily, the standard Microsoft tool can make this job much easier and automatically share the Lasernet FO Connector configuration across multiple entities.

The best approach is to set up the Cross-Company Data Sharing before setting up the Lasernet FO Connector. However, if one of your companies is already using Lasernet, we recommend you perform a backup by exporting your Lasernet FO Connector module for each legal entity where the Connector is being used before configuring Cross-Company Data Sharing.

1. From within the legal entity that you want to back up, navigate to Lasernet > Common > Backup > Export Lasernet backup.

2. Follow the prompts and select all the reports and tables in the entity.

3. Click OK and save the backup file.

For more information about exporting backups from Lasernet, read this page of our guide.

Configure Cross-Company Data Sharing

To configure Cross-Company Data Sharing, we must define what data should be shared and between which companies. Follow these steps:

1. Navigate to System administration > Setup > Configure cross-company data sharing.

2. Click New on the Action pane and type a name for the group of tables you want to share across companies. Then click Save.

3. In the TABLES AND FIELDS TO SHARE tab, click Add and select the tables you want to share across companies.

Note

The names of all Lasernet tables includes the prefix “LAC”. See the appendix at the end of this page for a list of all the Lasernet FO Connector tables and their uses.

4. Select the table, accept the default settings, then click Add table and Save.

5. In the COMPANIES WHICH SHARE THE RECORDS IN THESE TABLES tab, click Add and select the companies that you want to share the same setup through Cross-Company Data Sharing.

6. Before enabling, ensure that all the tables are always toggled Active. It is especially important to remember the foreign keys as they are toggled Inactive by default on some tables. For example, on this LACReportElement table, the key is inactive by default:

7. Once all fields have been toggled Active, click Save, then Enable.

8. A warning will appear: click Yes to continue.

9. A window will appear: click Yes to copy data between the companies you have chosen.

Once this operation is complete, an infolog will be displayed:

10. Click Find sharing issues on the Action pane, then click Yes.

11. Click Update field value on the Action pane to change any values.

Your setup for Cross-Company Data Sharing for the selected tables is now complete.

Disable

If you do not want to share data between companies anymore, it is possible to select the group of tables you previously shared and then click Disable.

Limitations

Dynamics 365 supports replication of fewer than one million total records per job (this total is calculated as the number of shared records x the number of shared companies). The legal entity limit is 100.

More information about Microsoft Cross-Company Data Sharing is available here.

Grouping Tables

The names of all tables in Lasernet Connector start with “LAC” to make it easier to identify which tables to use.

We recommend grouping tables to get a better overview of the setup for Cross-company data sharing. The following is an example of how to group the tables.

Lasernet to Dataverse/Dynamics 365 connection setup (Lasernet > Dataverse/Dynamics 365 > Lasernet Dataverse/Dynamics 365 Setup)

Custom ports (Lasernet > Setup > Lists > Custom ports)

Custom properties (Lasernet > Setup > Defaults > Custom properties)

Customer/Vendor contacts (Lasernet > Setup > Contacts > Customer/Vendor contacts)

LACDefaults

Setup of Predefined Destinations (Lasernet > Setup > Overview > Destinations)

Attachments and Document Handling

LACExpression

File formats (Lasernet > Setup > Lists > File formats)

Language text (Lasernet > Setup > Language text)

Menu location setup on Lasernet query reports

LACMetadata

Hotfixes from Lasernet (System administration > Setup > Hotfixes from Lasernet)

Naming patterns (Lasernet > Setup > Defaults > Naming patterns)

Overlays (Lasernet > Setup > Overlays > Overlays)

Lasernet parameters (Lasernet > Setup > Parameters)

Printers (Lasernet > Setup > Lists > Printers)

Reports (Lasernet > Common > Reports)

LACReportFixExceptions

LACReportReplacementMapping

Lasernet servers (Lasernet > Setup > Administration > Lasernet servers)

LACWHSLicensePlateLabel

Print Buttons

Culture info adjustment (Lasernet > Setup > Parameters > General > Culture info adjustment)

Setup defaults for backup export and import

Setup of Alert Links (Lasernet > Setup > Reports > Alert Links)

System functions added from Expression Editor

Quick destinations (Lasernet > Setup > Quick destinations)

Report life span (Lasernet > Setup > Report life span)

In Dynamics 365 AOT, the table property for LACEnvironment, LACLicense, and LACTestLicense is set to be shared across all legal entities. Therefore, these tables do not need to be included in Cross-Company Data Sharing.